Universal Banker

Position Summary

Responsible for providing high‑quality service on a wide variety of general financial services. This role also handles the sales and servicing of all credit union products and services, focusing on building relationships and expanding EVERWISE CREDIT UNION’s wallet share.

• Maintain a high level of member service in accordance with the EVERWISE CREDIT UNION Service Expectations.
• Perform a broad variety of member service functions with accuracy and in a timely manner, including cash handling, financial transactions, account maintenance, opening new accounts, operating an ITM (Interactive Teller Machine), and supporting MCC (Member Contact Center).
• Maintain a high level of confidentiality of member account information.
• Meet or exceed established referral and sales goals by listening for clues in conversations, asking open‑ended questions, assisting with product promotions, or referring members to appropriate partners.
• Assist in outbound call efforts by reviewing, updating and calling on prospect lists, following up with members and calling on call campaigns regularly.
• May assume additional retail functions including drawer audits, member account maintenance, and vault duties.
• Comply with credit union Check Cashing, Cash Control and Transaction Approval Limits policies (Reg CC, SAR, CTR, check handling, Reg D, BSA, etc.).
• Volunteer for special projects within the scope of job responsibilities.
• Problem‑solve through research, using open‑ended questions, and consistent follow‑up to ensure member satisfaction.
• Assume additional duties and responsibilities as assigned by supervisor/manager and as necessary for the continued growth and advancement of the Credit Union.

• Excellent human‑relations skills, including listening skills and verbal/written communication.
• Proactive problem‑solving, demonstrating concern and empathy while seeking solutions in the best interest of the member and EVERWISE CREDIT UNION.
• High level of product knowledge with a full understanding of needs‑based selling.
• Proficient cash‑handling skills.
• Ability to work in a fast‑paced, diverse and universal environment.
• Practical application and general understanding of various computer applications.
• Physical ability to lift up to 15 pounds at times due to coin bags and boxes of rolled coin.

• High School Diploma, GED or equivalent certification.
• Preferred:
  Six months of retail sales and/or cash‑handling experience or equivalent experience within a financial institution or related field.

Base pay:
Starting at $19.25/hour. Pay is dependent upon the pay range and the incumbent’s knowledge, skills and experience.

Everwise is an equal opportunity employer. We are committed to creating an inclusive environment for all employees.